See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,541 | $65,703-42.9% | $94,224-60.2% | $59,632-37.0% |
| Participation rate | 64.0% | 72.1%-8.2pp | 78.8%-14.8pp | 68.7%-4.7pp |
| Annual return | 0.21% | 5.22%-5.0pp | 10.68%-10.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,866 | $3,143-40.6% | $4,320-56.8% | $3,192-41.5% |
| Admin fee / account holder | $10,447 | $4,264+145.0% | $6,269+66.6% | $4,297+143.1% |